Client Service Associate
2 days ago
Job Description
Larson Financial Group is seeking a Client Service Associate - Financial Services in the Indianapolis, IN area to manage the client service operations of an Advisor's practice. This position will have direct contact in working with the clients to achieve their financial goals by performing operational duties, servicing clients through diligent and detailed follow-up, and keeping organized accounts of client information. This is a fast-paced and rapidly growing practice, and it is the Client Service Associate's duty to ensure that the Advisor is spending their time in meetings and prospecting. The position will be a good fit for a driven person who desires a guaranteed salary with large upside income potential based on the performance of the individual and the practice.
Responsibilities include, but are not limited to:
- Help develop campaigns and maintain relationships to increase penetration of existing markets.
- Provide outstanding service to reproduce top clients.
- Gather data from clients for preparation of financial plan.
- Enter and manipulate information into Contact Management System and Financial Planning software.
- Maintain all calendar related items, schedule and confirm all meetings.
- Implement client touches to create concierge experience resulting in consistent referrals.
- Perform follow up and process new business; manage existing client relationships.
- Use email and notes to track the next step in the planning process for client, set reminders as necessary.
Expectations:
- Previous financial advisory services or similar experience required
- Ability to work with the Advisor and other support team members to accomplish a common goal
- Be able to conform to a changing environment and work at a quick pace, to achieve timely deadlines
- The client must be able to rely on the CSA for every financial need, whether it is finding the right answer or having it ready for them
- Must be a self-starter and goal-oriented requirements: Skills and Experience:
- Four-year degree or equivalent work experience
- Knowledge of insurance/financial services industry
- Excellent verbal and written communication
- Service oriented attitude
- Ability to maintain confidentiality of information
- Ability to coordinate multiple tasks and priorities in a fast-paced environment
- High attention to detail
- Proficiency with Microsoft Office and Outlook
- Exceptional organization and problem solving
Larson Financial Group, LLC offers a generous employee benefits & perks package:
- Profit Sharing Bonus Program
- 401(k) Employer Match up to 4%
- Medical Insurance (HDHP HSA plans are 100% ER PD other plans available with shared cost)
- Dental Insurance
- Vision Insurance
- ER PD Long Term Disability Insurance
- ER PD Life Insurance
- ER PD EAP
- Voluntary Life & STD available
- Supplemental Insurance available
- Paid time Off (112 hours after 90 days)
- Holiday Pay (12 Holidays)
- Training & Education
- ER Events, Awards, Activities
PI78990b6df98d-0404
by Jobble
-
Client Service Associate
1 month ago
Indianapolis, United States Lead Advisor Full timeLead Advisor is a wealth management consulting and search firm. This role is to work for a client in Indianapolis. To view other roles, visit jobs.lead-advisor.com Client Service Associate The Client Service Associate is dedicated to upholding a high level of client engagement, confidentiality, and responsibility through providing operational support to a...
-
Client Service Associate
1 month ago
Indianapolis, United States Lead Advisor Full timeLead Advisor is a wealth management consulting and search firm. This role is to work for a client in Indianapolis. To view other roles, visit jobs.lead-advisor.comClient Service AssociateThe Client Service Associate is dedicated to upholding a high level of client engagement, confidentiality, and responsibility through providing operational support to a...
-
Client Service Associate
2 weeks ago
Indianapolis, United States Threadneedle group Full timeDo you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible for using the client relationship model...
-
Senior Client Service Associate
1 month ago
Indianapolis, United States Cerity Partners Full timeJob DetailsJob Location Indianapolis 96th St Office - Indianapolis, IN The Senior Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic...
-
Senior Client Service Associate
1 month ago
Indianapolis, United States Cerity Partners Full timeJob DetailsJob LocationIndianapolis 96th St Office - Indianapolis, INThe Senior Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic...
-
Client Service Associate
2 days ago
Indianapolis, United States Larson Wealth Partners, LLC Full timeJob DescriptionJob DescriptionJob DescriptionLarson Financial Group is seeking a Client Service Associate - Financial Services in the Indianapolis, IN area to manage the client service operations of an Advisor's practice. This position will have direct contact in working with the clients to achieve their financial goals by performing operational duties,...
-
Senior Client Service Associate
2 months ago
Indianapolis, United States TalentLink Solutions Full timeWe are an established financial planning firm that has a rich history of serving clients for over three decades from our Indianapolis office. Our team takes immense pride in how we care for our clients and each other. Our financial planning is rooted in the value of family, and we understand the importance of creating a plan including the whole family. We...
-
Senior Client Service Associate
2 months ago
Indianapolis, United States TalentLink Solutions Full timeWe are an established financial planning firm that has a rich history of serving clients for over three decades from our Indianapolis office. Our team takes immense pride in how we care for our clients and each other. Our financial planning is rooted in the value of family, and we understand the importance of creating a plan including the whole family. We...
-
Client Relations Associate
3 months ago
Indianapolis, United States MSi Corp Full timeOur rapidly expanding firm seeks a Client Relations Associate to strengthen our relationships with clients and ensure their satisfaction with our services. As the first point of contact for our clients, you will play a crucial role in representing our brand and supporting our marketing initiatives. Key Responsibilities: Client Communication: Serve as the...
-
Client Services Specialist
6 months ago
Indianapolis, United States The LaSalle Group Full timeLaSalle Network is currently partnered with one of the nation's leading Revenue Cycle Management companies in the Indianapolis area. Our client is hiring a Client Services Specialist to support their growing business and new clients. This is a brand new, state of the art facility with ample opportunity to grow your career! Client Services Specialist...
-
Client Services Representative
5 months ago
Indianapolis, United States Meduit Full timeThe Client Services Representative serves as a liaison between our clients and the call center staff. They provide supportive positive services both internally and externally to resolve issues. Provide administrative support and processing for call center staff.Key Accountabilities:Correspond with clients in a professional manner via phone, email, and...
-
Client Services Representative
5 months ago
Indianapolis, United States Meduit Full timeThe Client Services Representative serves as a liaison between our clients and the call center staff. They provide supportive positive services both internally and externally to resolve issues. Provide administrative support and processing for call center staff. Key Accountabilities:Correspond with clients in a professional manner via phone, email, and fax...
-
Client Services Representative
2 weeks ago
Indianapolis, United States TEKsystems Full timeJob Description:The Client Services Representative serves as a liaison between our clients and the call center staff. They provide supportive positive services both internally and externally to resolve issues. Provide administrative support and processing for call center staff.• Correspond with clients in a professional manner via phone, email, and fax.•...
-
Client Services Representative
2 weeks ago
Indianapolis, United States TEKsystems Full timeJob Description:The Client Services Representative serves as a liaison between our clients and the call center staff. They provide supportive positive services both internally and externally to resolve issues. Provide administrative support and processing for call center staff.• Correspond with clients in a professional manner via phone, email, and fax.•...
-
Client Services Representative
2 weeks ago
Indianapolis, United States TEKsystems Full timeJob DescriptionJob DescriptionJob Description:The Client Services Representative serves as a liaison between our clients and the call center staff. They provide supportive positive services both internally and externally to resolve issues. Provide administrative support and processing for call center staff.• Correspond with clients in a professional manner...
-
Client Services Representative
3 weeks ago
Indianapolis, United States TEKsystems Full timeJob DescriptionJob DescriptionDescriptionThe Client Services Representative serves as a liaison between our clients and the call center staff. Provide administrative support and processing for call center staff.Key Accountabilities:• Correspond with clients in a professional manner via phone, email, and fax.• Manage client accounts which requires...
-
Client Services Specialist
3 weeks ago
Indianapolis, United States Randstad North America, Inc. Full timeAre you passionate in helping others? Do you strive to make a difference in your field? Randstad is supporting a leading wealth management firm who is looking to grow their Retirement Services team. The hiring manager is looking for customer service Client Service, Specialist, Retail, Staffing, Client, Retirement
-
Client Service Coordinator
2 months ago
Indianapolis, United States Norton Estate Planning & Elder Law Firm LLC Full timeDescription Looking for a chance to join a close-knit, compassionate team of dedicated legal professionals? Our law firm is expanding and needs the help of an Intake Specialist to take client relations to the next level and manage our growing caseload. Our ideal candidate is great on the phone, a naturally compassionate and empathetic listener, and has a...
-
Client Service Representative
2 weeks ago
Indianapolis, Indiana, United States Professional Management Enterprises Full timeJob OverviewAt Professional Management Enterprises, we are seeking a skilled Client Service Representative to join our team. This role will play a crucial part in ensuring exceptional customer experience and resolving any concerns that may arise.We offer a competitive salary of $45,000 - $55,000 per year, depending on location and experience.Key...
-
Client services specialist
3 weeks ago
Indianapolis, United States Randstad Full timeAre you passionate in helping others? Do you strive to make a difference in your field? Randstad is supporting a leading wealth management firm who is looking to grow their Retirement Services team. The hiring manager is looking for customer service professionals who can provide their clients with +1 service. This opportunity is 100% on-site. If you or...